VCM

Voleon Capital Management Portfolio holdings

AUM $4.65B
1-Year Est. Return 33.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$546M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$27.5M
2
+$19.6M
3
+$18.9M
4
META icon
Meta Platforms (Facebook)
META
+$18.8M
5
AVGO icon
Broadcom
AVGO
+$12.2M

Top Sells

1
+$9.62M
2
+$8.95M
3
+$8.62M
4
EXC icon
Exelon
EXC
+$7.7M
5
DASH icon
DoorDash
DASH
+$7.48M

Sector Composition

1 Technology 34.67%
2 Financials 13.52%
3 Consumer Discretionary 10.52%
4 Healthcare 9.76%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.19M 0.07%
+1,134
227
$1.18M 0.06%
+11,198
228
$1.18M 0.06%
34,693
+25,118
229
$1.15M 0.06%
+16,216
230
$1.1M 0.06%
+10,382
231
$1.1M 0.06%
4,523
-967
232
$1.09M 0.06%
+5,003
233
$1.08M 0.06%
15,623
+3,143
234
$1.08M 0.06%
3,018
-12,676
235
$1.08M 0.06%
7,145
-35,804
236
$1.05M 0.06%
17,442
+776
237
$1.05M 0.06%
+4,925
238
$1.04M 0.06%
+5,100
239
$1.02M 0.06%
4,900
-12,987
240
$1.01M 0.06%
+1,986
241
$958K 0.05%
9,495
-6,932
242
$948K 0.05%
9,976
-258
243
$940K 0.05%
+10,155
244
$920K 0.05%
+8,709
245
$919K 0.05%
+4,207
246
$912K 0.05%
62,451
+21,959
247
$912K 0.05%
+7,071
248
$909K 0.05%
3,820
+1,350
249
$904K 0.05%
2,902
+1,407
250
$903K 0.05%
3,013
-8,173
8 9
10
11 12